See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,220 | $90,503+36.1% | $78,689+56.6% | $273,961-55.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 6.48% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,080 | $3,176+28.5% | $2,851+43.1% | $4,869-16.2% |
| Participant deferral / active EE | $4,575 | $3,901+17.3% | $3,517+30.1% | $5,287-13.5% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |